See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,196 | $81,625-6.7% | $58,482+30.3% | $139,434-45.4% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 13.57% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,089 | $1,398-22.1% | $1,053+3.4% | $4,751-77.1% |
| Participant deferral / active EE | $4,083 | $2,557+59.7% | $1,924+112.2% | $6,710-39.1% |
| Admin fee / account holder | $608 | $3,265-81.4% | $2,516-75.8% | $11,403-94.7% |